Johnny Beloe

Wealth Dynamix

Director of Pre-Sales

As Director of Pre-Sales, Johnny is responsible for maintaining the firm’s pre-sales policies, methodologies and resourcing. He is also leads some of WDX’s largest pre-sales analysis exercises, conducted for a wider variety of financial services firms spanning multiple jurisdictions. 


Continual engagement with existing and prospective clients helps to inform the WDX1 product strategy, roadmap and pricing.


Johnny has spent his whole career in financial technology in various consultancy and pre-sales roles. His expertise covers the full stack of systems required by leading Private Banks and Wealth Managers, encompassing core banking solutions, portfolio management solutions, Client Lifecycle Management (CLM) solutions and more.
 

Come and see Johnny Beloe speak at the Building an Effective Business Case for WealthTech CLM on 23rd June 2022